by RedChalkGroup | Feb 7, 2025 | Artificial Intelligence
At Red Chalk Group, we are noticing increased interest among clients in how DeepSeek might impact the AI landscape, such as its impact on facility buildout, rack density, power needs, and the industries that will experience the greatest impact. As the landscape...
by RedChalkGroup | Feb 4, 2025 | Metals & Mining
Global trends of electrification have led to increasing demand for both electric vehicles and semiconductors, which in turn has resulted in a corresponding demand increase for the specific minerals required for production (e.g., cobalt, lithium). With increased...
by RedChalkGroup | Jan 23, 2025 | Power Generation, Transmission, & Distribution
Introduction The rapid growth of artificial intelligence (AI) is driving unprecedented electricity demand, creating a pressing need for large-scale, sustainable energy solutions. As coal plants continue to be phased out in the global transition toward cleaner energy,...
by RedChalkGroup | Jan 8, 2025 | Artificial Intelligence
Hyperscalers are driving a significant increase in data center infrastructure investment, with capital expenditures from leading providers (e.g., Amazon, Google, Microsoft, Meta) growing nine-fold from $26B in 2015 to an estimated $232B in 2024. While there was a...
by RedChalkGroup | Jun 21, 2018 | Media
The bidding war for 20th Century Fox will result in a shake-up of the film studio landscape, with both Disney and NBCU vying to become the box office leader. The traditional media and entertainment ecosystem, threatened by the rise of digital disruptors like Netflix,...